Period Billing¶
This process calculates the Resident/Client Daily Fees, Periodic Payments, Accommodation Charges, Daily Accommodation Payments (DAPs), Daily Accommodation Contributions (DACs), Income Tested Fees and Means Tested Fees that are due for the Period(s) set in the selected range of Billing Types.
Select the Check Billing Type Dates Button to view the current date settings for the various Billing Types. These dates may be advanced or moved back wards with the appropriate keys. Make sure that you select only those Billing Types that you wish to change.
Select the Select Fee Groups Button to view the selected Fee Groups. Uncheck or check as required for the current Billing.
Set the Billing Boundaries allows for the selection of a range of Billing Types, Accommodations and Residents etc.
- Billing Type This field allows for selection from a drop down menu. Leaving these fields blank will select all Billing Types.
- Accommodation This field allows for selection from a drop down menu. Leaving these fields blank will select all Accommodations.
- Client This field allows for selection from a drop down menu. Leaving these fields blank will select all Residents.
- Billing Rate This field allows for selection from a drop down menu. Leaving these fields blank will select all Billing Rates.
- Effective Date This field allows for the effective date to be entered.
- Description allows for the entry of a Description which will help to identify the work file at a later date. e.g. March Resident Billing
- Apply to previous Periods allows prior period adjustments to be picked up. This is generally used to apply back dated Means Tested Fees to the resident account.
- Apply back to Date allows for the entry of a specific date to apply the prior period adjustments.
Note
Enter either a Apply to previous Periods or Apply back to Date. Both fields cannot be set simultaneously.
Once the Billing Boundaries have been entered as required the Preview Billing Button may be selected. This process allows for the review of fees generated prior to finalising the Billing.
Toggling between the Grow and Shrink button on the right hand side of the screen will allow for a larger view of the Ledger Draft Batch Report.
Options available whilst reviewing are refresh, print, export to PDF, export to excel or email.
Once the report has been reviewed the Finalise Billing Button may be selected to post the batch. Where appropriate the batch will automatically post to LegiCare.